19th April 2023
Job Type


We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience.

Main Purpose of the Role:

  • To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser
  • To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
  • To provide support to the adviser team on technical matters

Duties and Responsibilities:

  • Production of new business reports and recommendations
  • Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis
  • Liaise with Business Administration for any additional information required
  • Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
  • Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers

Skills and Knowledge Requirements:

  • Willingness to undertake study
  • Ability to manage own workload and work within a small team
  • Knowledge of business processes, standards, policies and procedures
  • Experience within the Financial Services Industry
  • Exceptional communication skills at all levels
  • Excellent organisational skills
  • Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
  • Ability to work under pressure at times
  • Provide leadership for the team
  • Ideally at least 5 years’ experience in the financial services industry of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers
  • Produce Technical Bulletins for website and client emails
Optional Cover Letter
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